4. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders as of Q4: 92
Navellier & Associates’ Equity Stake: $10.84 Million
Upside Potential as of April 23: 72.75%
Vertiv Holdings Co (NYSE:VRT), an American multinational company, is a key provider of critical infrastructure and services tailored for data centers, communication networks, and commercial and industrial environments. The company designs, manufactures, and services digital infrastructure technologies across power management, thermal management, and IT infrastructure. Vertiv’s solutions serve a wide array of sectors, including telecommunications, healthcare, education, and beyond, positioning it as a fundamental enabler of the digital economy.
On April 22, 2025, Vertiv Holdings Co (NYSE:VRT) reported its financial results for the first quarter, with earnings per share (EPS) coming in at $0.38, significantly below analyst expectations of $0.61. However, the company posted stronger-than-anticipated revenue of $2.35 billion, surpassing the consensus estimate of $1.94 billion. Despite the EPS miss, market analysts remain optimistic about the stock’s potential, projecting an upside of 72.75% and setting a price target of $116.73. This bullish outlook underscores confidence in Vertiv’s long-term growth strategy and its ability to capitalize on the increasing global demand for digital infrastructure.
A recent strategic development reinforcing this growth narrative is Vertiv’s collaboration with NVIDIA and iGenius to build a sovereign AI data center in Italy. This partnership marks a significant step in Vertiv’s technological evolution and global expansion. By aligning with leading AI and data analytics firms, Vertiv Holdings Co (NYSE:VRT) is not only enhancing its technological capabilities but also fortifying its position in emerging markets. The initiative reflects the company’s commitment to product differentiation and innovation, with the potential to boost its backlog, order pipeline, and future earnings. Such strategic collaborations are expected to strengthen Vertiv’s brand equity, open new revenue streams, and support its long-term vision in the rapidly evolving infrastructure landscape.
Hardman Johnston Global Equity Strategy stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q4 2024 investor letter:
“From a sector standpoint, the main drivers of the portfolio’s outperformance during the fourth quarter were Industrials and Materials. Within Industrials, Howmet Aerospace, Inc. and Vertiv Holdings Co (NYSE:VRT) were the largest contributors to outperformance. Vertiv has been a stellar performer for the past year and beyond. The global leader in data center thermal and electrical equipment continued to execute on its record backlog, with strong order flow largely related to AI-driven data center demand. Data center operators and hyperscalers are partnering with the company to develop next generation designs to optimize power and thermal efficiency. Vertiv’s global service network is uniquely positioned to help clients design and maintain these important data centers.”
